CrossASEAN Ground Zero - GoTo's Big Plan and Investree's Troubles
This week we dive deeper into the reasoning behind the sale of Tokopedia's sale of 75% stale to TikTok, and what it means for GoTo going forward.
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Rakuten Bank (5838 JP): Premium Growth Neobank Still Trading at Attractive Valuations
Rakuten Bank’s mix of relative value metrics and premium growth potential are clear positive drivers for its further re-rating potential; company...
435 Views
GEM Banks; Conviction Calls for 2023
Our core buys are Bank Mandiri, Hana Financial, China Construction Bank and BanColombia; we also have special mention for Banco Itau and Nubank;...
717 Views
Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views
BFI Finance Indonesia (BFIN IJ) - Pole Position in Multifinance
BFIN is the best quality multi-finance player in Indonesia, with an ROE now above 21%. There will be more collaboration and synergies with Bank...
495 Views